Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.15% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Customized fee schedule for assets over $10,000,000. Minimum quarterly fee of $250.
Fee Estimator
Fees for project-based financial planning range from $250 to $15,000, while hourly financial planning is billed between $100 and $300 per hour. Ongoing financial planning has an upfront charge of $1,000 and a monthly fee of $195. Wealth Management and Investment Management Only fees are based on a percentage of assets under management. There is a minimum quarterly fee of $250 for Wealth Management and Investment Management Only services.
Areas of Practice
Advisor Information
Office location
225 Main Street, Suite 100, Seneca, KS, 66538
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Dominic sells investment-related products for companies affiliated with PFS Investments Inc. He may also receive non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc.